Financial Advice
Navigating finances can be complex, but you don’t have to do it alone.
Supporting members through their financial journey
Navigating finances can be complex, but you don’t have to do it alone.
Our experienced Financial Adviser is here to provide you with the information you need to make informed decisions and reach your financial milestones.
Whether you’re planning for retirement, saving for a major purchase, or simply looking to manage your finances more effectively our Financial Adviser can help.
We can help you define and prioritise your financial goals including short-term savings and long-term investments.
How we can help
We want to bring financial education to you, so you and your family have confidence when making decisions. We can run toolboxes on-site tailored to the needs of you and your workforce.
Over 15 minutes our Financial Adviser will run through things to keep in mind when it comes to your personal finance and some practical tips. They’ll also be able to answer any general questions you have following the session.
You can register your interest in these toolboxes here.
In early 2025 we will be launching our general advice service for members and their families.
These sessions will be done over the phone or face-to-face and give you access to personalised advice to proactively plan for the future.
The booking system for this service will open in February 2025.
We have partnered with OwnMoney to provide members with access to free online financial advice courses.
Members can access these courses here Click to login (ownmoneycoaching.com.au)
Check your email for your login details.
If you can’t locate the login details, contact us on 03 9668 3074.
Whatever financial stage you're at, we can help guide you through it.
If you have any questions about these services please give us a call on 03 9668 3074.
Financial Services Guide
Our Financial Services Guide (FSG) provides information about the services your Adviser and IFS can provide, how our representatives are remunerated, and how to access our complaints process.
